Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,236 institutions that hold shares in the stock, with a total of 9.05 Billion shares, which have been reported (via 13F filing form) to have a value of $2.22 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
1,847
shares
|
$453,530
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
1,836
shares
|
$450,829
0.24% of portfolio
|
Q3 2020
New holding
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
1,836
shares
|
$450,829
0.31% of portfolio
|
Q4 2024
Reduced 27.11%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
1,820
shares
|
$446,901
0.58% of portfolio
|
Q4 2024
Added 30.65%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
1,810
shares
|
$444,445
0.36% of portfolio
|
Q4 2024
Added 2162.5%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
1,802
shares
|
$442,481
0.1% of portfolio
|
Q4 2024
Added 28.53%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
1,798
shares
|
$441,498
0.32% of portfolio
|
Q4 2024
Added 31.72%
|
|
|
Af Advisors, Inc.
|
Feb 12, 2025 Q4 2024 |
1,794
shares
|
$440,516
0.06% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,793
shares
|
$440,271
0.03% of portfolio
|
Q3 2022
Added 1.36%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,789
shares
|
$439,288
0.28% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
1,783
shares
|
$437,815
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
1,780
shares
|
$437,079
0.02% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
1,779
shares
|
$436,833
1.39% of portfolio
|
Q1 2023
Reduced 4.1%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
1,777
shares
|
$436,342
0.02% of portfolio
|
Q4 2024
Added 72.69%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
1,762
shares
|
$432,659
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Feb 06, 2025 Q4 2024 |
1,745
shares
|
$428,484
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
1,739
shares
|
$427,011
0.17% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
1,737
shares
|
$426,520
0.1% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
1,736
shares
|
$426,274
0.38% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jan 14, 2025 Q4 2024 |
1,731
shares
|
$425,047
20.3% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
1,728
shares
|
$424,310
0.28% of portfolio
|
Q4 2024
Reduced 25.23%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Feb 13, 2025 Q4 2024 |
1,715
shares
|
$421,118
0.17% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,704
shares
|
$418,417
0.22% of portfolio
|
Q3 2020
Added 257.98%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,700
shares
|
$417,435
0.59% of portfolio
|
Q4 2022
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
1,694
shares
|
$415,961
0.27% of portfolio
|
Q3 2024
Reduced 1.11%
|